I'm pretty sure now that it's just the Administration trying to control the banks:
Strong banks will be allowed to repay bail-out funds they received from the US government but only if such a move passes a test to determine whether it is in the national economic interest, a senior administration official has told the Financial Times.
So, the administration forced certain (good) banks to take the money, changed compensation rules to put them at a competitive disadvantage, and now won't take the money back unless it's in the "national economic interest"?
What sort of nonsense is that?!